Daniel Travers
Wilton
Summary
Accomplished Account Manager at JMG Insurance with expertise in client relationship management and issue resolution. Enhanced customer satisfaction by 30% through tailored insurance solutions and proactive follow-ups. Skilled in collaborative teamwork and account oversight, delivering effective coverage recommendations by analyzing client data and market trends.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Manager
JMG Insurance
12.2023 - Current
- Managed client relationships to identify needs and deliver tailored insurance solutions.
- Coordinated policy renewals, ensuring compliance with industry regulations and client expectations.
- Executed regular follow-ups with clients to enhance satisfaction and address any concerns proactively.
- Developed comprehensive proposals by analyzing client data and market trends for effective coverage recommendations.
Assistant Account Manager
JMG Insurance
11.2011 - 12.2023
- Managed billing for a large book of business, processing payments and alerting clients of balances due and payment issues.
- Collaborated with account managers to execute client strategies and enhance customer satisfaction.
- Managed daily communication with clients, promptly addressing inquiries and resolving issues.
- Supported account management team by tracking project timelines and deliverables effectively.
Education
History
Providence College
Providence, RI05-2008
Skills
- Account management
- Client support
- Collaborative teamwork
- Customer satisfaction
- Client relationship management
- Account oversight
- Issue resolution
- Client relations
Certification
Connecticut Property and Casualty Insurance License
Languages
English
Native or Bilingual
Timeline
Account Manager
JMG Insurance
12.2023 - Current
Assistant Account Manager
JMG Insurance
11.2011 - 12.2023
History
Providence College
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